FFO
CDW icon

Fiduciary Family Office’s CDW CDW Stock Holding History

Fiduciary Family Office’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,940
Closed -$264K – 185
2025
Q4 		$264K Hold
1,940
– – 0.08% 152
2025
Q3 		$309K Sell
1,940
-258
-12% -$43.8K 0.09% 150
2025
Q2 		$393K Hold
2,198
– – 0.13% 137
2025
Q1 		$352K Buy
+2,198
New +$399K 0.12% 144
2024
Q4 		– Sell
-2,548
Closed -$577K – 109
2024
Q3 		$577K Hold
2,548
– – 0.19% 113
2024
Q2 		$570K Hold
2,548
– – 0.23% 115
2024
Q1 		$652K Hold
2,548
– – 0.26% 110
2023
Q4 		$579K Buy
+2,548
New +$540K 0.25% 98

Other funds holding CDW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Family Office's CDW Position: Q1 2026 in Review

Fiduciary Family Office sold out of CDW (CDW) in Q1 2026, closing a stake of 1,940 shares — an estimated $264K sold.

Fiduciary Family Office first reported a position in CDW in Q4 2023 and held it in 8 quarters. The position peaked at $652K in Q1 2024. 751 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Fiduciary Family Office reported no remaining CDW position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Family Office sold 1,940 CDW shares in Q1 2026, an estimated $264K.
  • Fiduciary Family Office first reported a position in CDW in Q4 2023 and held it in 8 quarters.
  • Fiduciary Family Office's CDW position peaked at $652K in Q1 2024.
  • 751 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.